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The Information's TITV

How Jensen’s Ties to Alice Huang Fueled $7B+ in China Chip Sales

Résumé IA Anthropic has lowered its tentative IPO valuation to between $1.26 and $1.4 trillion amid shifting market expectations. Nvidia faces significant regulatory and reputational risk following reports that CEO Jensen Huang’s relationship with a suspected intelligence asset…

  • Anthropic
  • Nvidia
  • GPU (Graphics Processing Unit)

00:45:51EnglishRésumé · Transcription

The Memo by Howard Marks

A Layman Thinks About AI

Résumé IA Artificial intelligence represents a profoundly transformative yet highly unpredictable development for investors, necessitating a shift from simple forecasting to a nuanced assessment of risk and probability. While AI promises to reshape the economy, the path to profitability…

  • Artificial Intelligence (AI)
  • Artificial General Intelligence (AGI)
  • Hyperscalers

00:43:06EnglishRésumé · Transcription

Wealthion - Be Financially Resilient

11 09 2026 Steve Hanke x Maggie

Résumé IA Steve Hanke, professor of applied economics at Johns Hopkins University, warns that unprecedented AI investment—currently exceeding 5% of GDP—constitutes a massive malinvestment bubble. This concentration of capital, which accounts for nearly all recent U.S. GDP growth, risks a…

  • Making Money Work
  • Malinvestment
  • M2

00:49:02EnglishRésumé · Transcription

Perform with Dr. Andy Galpin

The Science of Extreme Endurance (Fueling, Strength, Recovery & Mental Toughness) | Ross Edgley

Résumé IA Ultra-endurance swimming pushes the boundaries of human physiology, requiring a sophisticated interplay between physical capacity and mental resilience. Ross Edgley, an exercise scientist and record-breaking athlete, explains that fatigue is a psychobiological phenomenon where…

  • Psychobiological model of fatigue
  • Rhabdomyolysis
  • Creatine kinase

2 h 27 minEnglishRésumé · Transcription

Chat With Traders

336 · Scott Pulcini - I Was the Algorithm Before Algorithms Then I Had to Start Over

Résumé IA Professional trading requires a disciplined, rules-based approach that prioritizes volume and volatility over static indicators. Scott Pulcini, a veteran trader with over 25 years of experience, emphasizes that modern market edges rely on identifying institutional activity…

  • Reminiscences of a Stock Operator
  • Enhancing Trader Performance
  • Trading in the Zone

1 h 12 minEnglishRésumé · Transcription

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